The Customer Record is the central location where all information related to a customer is stored and managed. From contact details and communication history to ongoing jobs and associated assets, this record gives users a comprehensive view of the customerâs interactions and services, enabling efficient and streamlined customer management.
Once youâve created a customer, you will be taken to their details page. While the appearance of this page may vary depending on the customer type, the overall structure and purpose remain the same. The customer record contains several tabs, with the default tab being All Works, which includes both Ongoing Works and History.
âĄď¸ Customers Tab > Select the desired customer type from the left side of the page.
For the full step-by-step form, see Customer record â Add & manage a customer.
Left Side Panel
The left side of the page contains various sections, replacing the old Property tab. The information displayed in each section can be customized, along with the order in which they appear, with the exception of Customer Details and Whoâs Viewing, which are locked in place. To edit these fields, scroll to the bottom of the page and click Edit Views. Customisation is done at a user level, allowing each user to have a personalised view for all customer and work address types.
Mini-map: Displays the customer's address for quick reference.
Icons:
Customer Status Icon: Shows the current status of the customer (e.g., active, inactive).
Debt and Debt Age Icon: Displays any outstanding debt and its age, allowing easy tracking of overdue payments.
Account Credit Icon: Indicates if the customer has any account credit.
Customer Details: Contains the customerâs contact details and address.
Clicking the phone number will initiate a call through an integrated phone system (if set up), and clicking the email opens the email builder directly.
Service Reminders: Now located here after the reminders tab was removed.
Other Details: Always visible for quick access of the details.
Technical References: Always visible and accessible for editing, making key details immediately available.
Contracts: Displays the contract details associated with the customer.
Service Plan: Displays the service plan assigned to a customer.
Edit views: This side panel is customisable at the user level, allowing users to change the order of blocks and choose which details to display. Any changes are saved automatically for each user.
Managing the Customer Details
For full details on editing, dormant status, change customer type, merge, deactivate and reactivate, see Customer record â Add & manage a customer.
Customer Record Tabs
All Works
Ongoing works and full property history. See Customer record â All Works & Communications tabs.
Communications
Pinned notes, records, and scheduled activities. See Customer record â All Works & Communications tabs.
Contacts
Adding, editing, deleting, and setting a primary contact. See Customer record â Contacts tab.
Branches
Adding, merging, and managing branches. See Customer record â Branches tab.
Work Address
Adding and managing work addresses, property history, landlord setup. See Customer record â Work Addresses tab.
Assets/Appliances
Adding appliances and assets, attaching files. See Customer record â Assets, Appliances & Files tabs.
Quick links
âĄď¸ Customer > Quick links
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The Quick Links menu on a customer's page gives you access to a range of actions you can perform against that customer â from managing addresses and invoices to exporting data and deleting records. Use the sections below to explore each option in more detail.
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Invoices & Payments â invoice settings, consolidated invoices, credit notes, cash allocations, account credit, stored cards
Statements, Service Reminders & Contracts â statements, service reminders batch, contracts, service plans, SLA
Admin Tools & Customer Portal â export data, delete customer, portal access, bulk work address upload, add estimate/job/opportunity